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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,414 |
MONARCH PLAN ADVISORS4 years Filed as: MONARCH CORPORATE ADVISORS, INC. Service code 27 40 W. EASY STREET, SUITE 4 · SIMI VALLEY, CA 93065 | Advisory (Plan) | $22,572 |
TRUOG-RYDING COMPANY, INC.5 years Filed as: TRUOG-RYDING COMPANY Service code 13 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $12,722 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,064 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,620 | $58,344-49.2% | $98,483-69.9% | $86,821-65.9% |
| Participation rate | 90.2% | 68.4%+21.8pp | 73.3%+16.9pp | 72.3%+17.9pp |
| Annual return | 13.63% | 43.47%-29.8pp | 1494.38%-1480.7pp | 97.94%-84.3pp |
| Employer contribution / active EE | $1,010 | $2,008-49.7% | $2,961-65.9% | $2,406-58.0% |
| Participant deferral / active EE | $2,824 | $3,156-10.5% | $4,276-34.0% | $4,132-31.7% |
| Admin fee / account holder | $175 | $138+27.1% | $5,953-97.1% | $170+3.2% |